BlueSpruce Investments, LP
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), BlueSpruce Investments, LP reported 34 stock positions worth $4.3 billion. Its top holding was Microsoft (MSFT) at 12.4% of the portfolio, followed by Amazon.com (AMZN, 11.7%) and Danaher (DHR, 10.6%). Compared with Q4 2024, it opened 7 new positions, sold out of 6, added to 10 and reduced 10. The biggest buy was a new position in Meta Platforms Class A (META) and the biggest sale Automatic Data Processing (ADP, shares −100%).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001600285
- Portfolio Value
- $4.3B (Q1 2025)
- SEC Filing
- 0001214659-25-007814 ↗ filed May 15, 2025
Holdings Value
Holdings 34 stocks · $4.3B
| MSFT Microsoft Corp. | 12.38% | 1,412,510 | $530.2M | Reduce -4.1% |
| AMZN Amazon.com Inc. | 11.68% | 2,629,403 | $500.3M | Add +0.6% |
| DHR Danaher Corp. | 10.57% | 2,207,733 | $452.6M | Add +345.1% |
| MA Mastercard Inc. Class A | 9.43% | 736,767 | $403.8M | Reduce -0.1% |
| TSM Taiwan Semiconductor-SP ADR | 9.29% | 2,397,659 | $398.0M | Add +4.4% |
| SPGI S&P Global Inc. | 9.24% | 778,484 | $395.5M | Add +116.8% |
| META Meta Platforms Inc. Class A | 9.02% | 670,230 | $386.3M | New |
| SYK Stryker Corp. | 8.81% | 1,013,279 | $377.2M | Add +9.1% |
| ADBE Adobe Inc. | 6.77% | 755,861 | $289.9M | Reduce -33.2% |
| TMO Thermo Fisher Scientific Inc. | 6.54% | 563,046 | $280.2M | Reduce -30.8% |
| CRM Salesforce Inc. | 5.92% | 945,394 | $253.7M | Add +14.2% |
| IDXX Idexx Laboratories Inc. | 0.02% | 2,053 | $862K | Add +35.4% |
| ADSK Autodesk Inc. | 0.02% | 3,272 | $857K | New |
| INTU Intuit Inc. | 0.02% | 1,391 | $854K | No change |
| MSCI MSCI Inc. | 0.02% | 1,461 | $826K | No change |
| NVDA Nvidia Corp. | 0.02% | 7,467 | $809K | Add +44.4% |
| CMG Chipotle Mexican Grill Inc. | 0.02% | 15,811 | $794K | Add +43.7% |
| SNPS Synopsys Inc. | 0.02% | 1,830 | $785K | Add +86.0% |
| CPRT Copart Inc. | 0.02% | 13,635 | $772K | New |
| CDNS Cadence Design SYS Inc. | 0.02% | 2,800 | $712K | No change |
| TDG Transdigm Group Inc. | 0.02% | 472 | $653K | No change |
| NOW ServiceNow Inc. | 0.01% | 784 | $624K | Reduce -4.4% |
| ASML ASML Holding NV-NY Reg SHS | 0.01% | 910 | $603K | No change |
| YUM Yum! Brands Inc. | 0.01% | 3,797 | $597K | No change |
| ZTS Zoetis Inc. | 0.01% | 3,457 | $569K | Reduce -22.9% |
| GE General Electric filed as GE AEROSPACE | 0.01% | 2,786 | $558K | Reduce -37.5% |
| ADP Automatic Data Processing | 0.01% | 1,824 | $557K | Reduce -99.8% |
| PTC PTC Inc. | 0.01% | 3,538 | $548K | New |
| AMAT Applied Materials Inc. | 0.01% | 3,682 | $534K | No change |
| CTAS Cintas Corp. | 0.01% | 2,497 | $513K | New |
| ABT Abbott Laboratories | 0.01% | 3,752 | $498K | Reduce -99.8% |
| AVGO Broadcom Inc. | 0.01% | 2,903 | $486K | New |
| ANET Arista Networks Inc. | 0.01% | 6,147 | $476K | New |
| WMT Walmart Inc. | 0.01% | 4,408 | $387K | Reduce -99.8% |
Portfolio Sells Q4 2024 → Q1 2025
| ADP Automatic Data Processing | Reduce -99.8% | 0.01% | −6.03 |
| ABT Abbott Laboratories | Reduce -99.8% | 0.01% | −5.50 |
| ICLR Icon PLC | Sold out | 0.00% | −5.21 |
| WMT Walmart Inc. | Reduce -99.8% | 0.01% | −4.40 |
| ADBE Adobe Inc. | Reduce -33.2% | 6.77% | −3.46 |
| TMO Thermo Fisher Scientific Inc. | Reduce -30.8% | 6.54% | −2.06 |
| MSFT Microsoft Corp. | Reduce -4.1% | 12.38% | −0.23 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.02 |
| LRCX Lam Research Corp. | Sold out | 0.00% | −0.01 |
| VRSK Verisk Analytics Inc. | Sold out | 0.00% | −0.01 |
| MTD Mettler-Toledo International | Sold out | 0.00% | −0.01 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.01 |
| NOW ServiceNow Inc. | Reduce -4.4% | 0.01% | −0.00 |
| GE General Electric | Reduce -37.5% | 0.01% | −0.00 |
| ZTS Zoetis Inc. | Reduce -22.9% | 0.01% | −0.00 |
| MA Mastercard Inc. Class A | Reduce -0.1% | 9.43% | +1.54 |
Portfolio Buys Q4 2024 → Q1 2025
| META Meta Platforms Inc. Class A | New | 9.02% | +9.02 |
| DHR Danaher Corp. | Add +345.1% | 10.57% | +8.25 |
| SPGI S&P Global Inc. | Add +116.8% | 9.24% | +5.60 |
| SYK Stryker Corp. | Add +9.1% | 8.81% | +2.01 |
| CRM Salesforce Inc. | Add +14.2% | 5.92% | +0.30 |
| TSM Taiwan Semiconductor-SP ADR | Add +4.4% | 9.29% | +0.07 |
| AMZN Amazon.com Inc. | Add +0.6% | 11.68% | +0.03 |
| ADSK Autodesk Inc. | New | 0.02% | +0.02 |
| CPRT Copart Inc. | New | 0.02% | +0.02 |
| PTC PTC Inc. | New | 0.01% | +0.01 |
| CTAS Cintas Corp. | New | 0.01% | +0.01 |
| AVGO Broadcom Inc. | New | 0.01% | +0.01 |
| ANET Arista Networks Inc. | New | 0.01% | +0.01 |
| SNPS Synopsys Inc. | Add +86.0% | 0.02% | +0.01 |
| IDXX Idexx Laboratories Inc. | Add +35.4% | 0.02% | +0.01 |
| CMG Chipotle Mexican Grill Inc. | Add +43.7% | 0.02% | +0.01 |
| NVDA Nvidia Corp. | Add +44.4% | 0.02% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 18 | $650.4M | TSM, AMZN, META, GOOGL, AVGO |
| Q1 2026 | 10 | $631.2M | AMZN, META, TSM, GOOGL, SYK |
| Q4 2025 | 9 | $3.9B | MSFT, AMZN, TSM, META, SPGI |
| Q3 2025 | 33 | $4.4B | MSFT, TSM, AMZN, META, SYK |
| Q2 2025 | 34 | $4.3B | MSFT, TSM, AMZN, META, DHR |
| Q1 2025 | 34 | $4.3B | MSFT, AMZN, DHR, MA, TSM |
| Q4 2024 | 33 | $4.9B | MSFT, AMZN, ADBE, TSM, TMO |
| Q3 2024 | 35 | $5.4B | AMZN, CRM, WMT, ADBE, TSM |
| Q2 2024 | 35 | $5.4B | ADBE, AMZN, FISV, CRM, WMT |
| Q1 2024 | 12 | $5.6B | ADBE, FISV, WMT, CRM, MSFT |